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HBLRX vs WWICX
HBLRX vs WWICX Comparison
Open Charts HBLRX vs WWICX
Hartford Balanced Income R3
Price$14.92
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity C
Price$12.23
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets534.84M
HBLRX vs WWICX Comparison Chart in %
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HBLRX vs. WWICX commentary
Jul 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HBLRX is a Buy and WWICX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. WWICX (535M). WWICX pays higher dividends than HBLRX: WWICX (3.40) vs HBLRX (2.94). HBLRX was incepted earlier than WWICX: HBLRX (15 years) vs WWICX (6 years). WWICX (1.76) is less costly to investors than HBLRX (1.28). HBLRX is a more actively managed with annual turnover of: 61.00 vs. WWICX (57.00). HBLRX has a lower initial minimum investment than WWICX: HBLRX (0) vs WWICX (1000). WWICX annual gain was more profitable for investors over the last year : 8.35 vs. HBLRX (4.65). HBLRX return over 5 years is better than : 13.07 vs. WWICX (8.80).
| HBLRX | WWICX | HBLRX / WWICX | |
| Total Expense Ratio | 1.28 | 1.76 | 73% |
| Annual Report Gross Expense Ratio | 1.28 | 1.76 | 73% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 6.228 | 4.557 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 535M | 2,224% |
| Annual Yield % from dividends | 2.94 | 3.40 | 87% |
| Returns for 1 year | 4.65 | 8.35 | 56% |
| Returns for 3 years | 13.33 | 22.63 | 59% |
| Returns for 5 years | 13.07 | 8.80 | 148% |
| Returns for 10 years | 37.55 | N/A | - |
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